歌礼制药(01672.HK)披露2020全年业绩,发力肿瘤研发及投资升级
格隆汇3月30日丨歌礼制药-B(01672.HK)公布2020年度业绩,期内集团总收入为3500.1万元人民币(单位下同)。若不含戈诺卫®(达诺瑞韦)的销货退回,总收入为6750万元;若不含戈诺卫®(达诺瑞韦)的销货退回及戈诺卫®(达诺瑞韦)和其原材料的减值准备,毛利为3000万元;研发开支为1.09亿元。
2020年集团在非酒精性脂肪性肝炎管线三款分别针对三个互补靶点(FASN、THR-β及FXR)的全球首创或同类最佳的管线和三个靶点对应的、互补的三种联合用药疗法上取得了重大进展。目前,集团有两项临床试验申请(ASC41和ASC42)获得美国FDA批准;一项临床试验申请(ASC41)获得国家药监局批准;两项美国FDA授予的快速通道资格认定(ASC42和ASC40)。集团已完成四项I/Ib期临床试验(三项ASC41试验和一项ASC40试验)及一项II期临床试验(ASC40)。
针对肿瘤领域尚未满足的医疗需求,集团一直专注于肿瘤脂质代谢和口服检查点抑制剂。集团具有的独特竞争优势包括较受关注的肿瘤治疗方案-靶向肿瘤脂质代谢的口服脂肪酸合成酶小分子抑制剂,以及口服PD-L1小分子抑制剂是继PD-1/PD-L1抗体后的新一代检查点抑制剂。
与已上市的抗PD-L1抗体相比,集团完全自主研发的口服PD-L1小分子抑制剂在动物模型中显示出良好的抗肿瘤活性。公司认为,作为肿瘤免疫疗法的一种,口服PD-L1小分子抑制剂将成为新一代检查点抑制剂,而且具有与口服FASN小分子抑制剂联合使用的潜力。
从2021年起,集团将聚焦NASH、肿瘤脂质代谢与口服检查点抑制剂、乙肝临床治愈和艾滋病毒╱艾滋病四大治疗领域。
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